How do I get started with IBKR Mobile for iPhone?

Our IBKR Mobile app provides the functionality you need to trade and manage your account on-the-go. 

Our IBKR Mobile app provides the functionality you need to trade and manage your account on-the-go from your tablet or smartphone.

To manage your account from your tablet or smartphone:

  1. Log in to Client Portal
  2. Tap the Account icon (head & shoulders) in the top left corner (or swipe right) on any screen  to access: 
  3. Choose to Deposit Funds, Withdraw Funds, Convert Currencies, and Close Positions.
  4. Manage your account and app including Account Settings, Trading Settings, Display, Notifications & Email, Security, Localization, and more.
  5. View Orders, Trades, Transfers, Recurring investments, Check Deposits, and Direct Debits.
  6. Set price alerts and more.
  7. Trade and transfer cryptocurrencies.
  8. Send and receive secure messages.
  9. Generate a secure code sing IBKR Mobile Authentication (IB Key).
  10. View activity statements and tax information.
  11. Transfer brokerage assets.

Help & Feedback

Get Support or Submit Feedback.

The Home page shows you your current portfolio value and other key metrics. Swipe up to see positions, P&L, Calendar Events and more. 

Tabs along the bottom of the app make it easy to access your full Portfolio, the Trade toolbox, Watchlists and Markets.

Need to know more? Ask IBot, or access Help & Feedback from the Account menu.

Find what you need anytime by asking IBot, or find Help in the More menu to access the full Users’ Guide.

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